Tom W. Alison, CIMA®
Tom is a Managing Director and the team's senior member. He has more than 40 years of financial services industry experience in helping high-net-worth individuals and families, including university endowments, institutions and business owners achieve their financial goals. He began his financial services career with Goodbody & Co. in Atlanta, as an Institutional Consultant in 1970. Dedicated to advancing his knowledge and level of competency as an advanced investment consultant, Tom pursued and earned the Certified Investment Management Analyst (CIMA) designation in 1993 from Wharton Business School at The University of Pennsylvania. To maintain this certification, 40 hours of advanced training is required every two years. He is one of a select number of Certified Investment Management Analysts in the United States
Tom graduated from the University of California with a degree in economics in 1967. Prior to beginning his career in financial services Tom served three years as Lieutenant JG in the U.S. Naval Air Force, and currently lives in Atlanta with his wife, Dianne. In his free time Tom enjoys jogging, reading and spending time with family in Destin, Florida.
Tel: (404) 842-4330
Fax: (404) 995-4876
Registered States: AL, CA, CO, DC, FL, GA, IL, KY, MD, MO, NJ, NY, NC, PA, RI, SC, TN, TX, VA